Maplebear Plummets 11.51% as Amazon’s Grocery Expansion Sparks Fears Trading Volume Surges 284% to Rank 146th in Market Activity

On August 13, 2025, Maplebear (CART) fell 11.51% with a trading volume of $0.78 billion, a 284.32% increase from the previous day, ranking 146th in market activity. The sharp decline coincided with Amazon's announcement of expanding same-day fresh grocery delivery to over 2,300 U.S. areas by year-end. This move intensifies competition in the e-commerce grocery sector, where Maplebear's Instacart division holds a leading market share.

Amazon's expansion includes perishable items like produce, dairy, and meats, delivered via a temperature-controlled logistics network. The service is free for Prime members on orders over $25, with discounted options for non-members. While the initiative aims to simplify grocery shopping, it directly challenges Maplebear's core business model, which relies heavily on on-demand delivery partnerships.

Market analysts noted the stock's volatility reflects investor concerns over Amazon's scale advantages and pricing strategy. The e-commerce giant's ability to integrate grocery delivery with its existing product ecosystem creates a unique competitive edge. Maplebear's recent earnings-driven rebound appears to have been reversed by this strategic threat, highlighting the sector's susceptibility to platform-driven disruptions.

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